To add a document to a lead follow the steps mentioned below: Click on the name of the lead to which document has to be uploaded Click the Upload Documents button Click the choose file button Select the file that you want to upload Click the Upload button The uploaded …

To add notes to a lead follow the steps mentioned below: Click on the name of the lead to which notes have to be added Click the button Add Notes Type the notes in the notes entry area Click the button Add Notes The entered notes would be displayed under …

This option is required if you would like to be reminded about a lead follow up. The system will send an email to your registered email address 15 minutes before the follow up time. To set up a reminder by Email follow the steps mentioned below: Click on the name …